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Advisor at IMPACT PARTNERSHIP WEALTH, LLC
MARIETTA, GA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| IMPACT PARTNERSHIP WEALTH, LLC | Independent wealth | Oct 3, 2022 | n/a | yes | MARIETTA, GA | Current employment |
| BROOKSTONE WEALTH ADVISORS, LLC | No RAUM reported | Oct 17, 2016 | Dec 21, 2020 | no | Kennesaw, GA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| BROOKSTONE WEALTH ADVISORS, LLC | IMPACT PARTNERSHIP WEALTH, LLC | Dec 21, 2020 | Oct 3, 2022 | 651 | Firm change after gap | RIA to RIA |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 137658:313928:GA:2020-12-21 | Dec 21, 2020 | Oct 3, 2022 | KENNESAW, GA | Firm change after gap |